Equity Research Associate - Retailing, Specialty Softlines And Ecommerce

About This Role

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo.

It all begins with outstanding talent. It all begins with you.

Wells Fargo is seeking an Equity Research Associate. In this position you will partner with the Senior Analyst covering the Retailing, Specialty Softlines and E-commerce sector. Primary responsibilities include conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial estimates, maintaining financial databases, and writing reports on companies under coverage and key industry themes. The Associate will need to build strong relationships not only with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management, and others.

Learn more about our career areas and lines of business at wellsfargojobs.com .

In This Role, You Will

• Develop expertise on companies in the Retailing, Specialty Softlines and E-commerce sector.
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Communicate team views on covered companies with internal and external constituents
• Create and update financial models and databases
• Write research reports on key company updates and industry themes.
• Attend company and industry events; cultivate relationships with covered companies and industry contacts

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Required Qualifications, US

• 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications: you can add here

• Direct experience within the industry or equity research industry specific sector - Retailing, Specialty Softlines and E-commerce.
• Advanced Microsoft Excel skills, including high level of proficiency in modeling
• Knowledge and understanding of financial statement analysis
• Strong writing skills and attention to detail
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Knowledge and understanding of investment tools such as Bloomberg or FactSet application
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Ability to work effectively, as well as independently, in a team environment
• Knowledge and understanding of accounting principles in the capital markets industry
• Strong, clear and concise written and oral communication skills
• BS/BA or higher

Job Expectations:

• Up to 10% travel
• Registration for FINRA SIE must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 87 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 86 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Posting Location:

• Miami, FL

Pay Range:

• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
• Base pay range for this position in New York is 135,000 - 155,000 USD

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Reference Number

R-275109